📽️How to Create Opportunities with CRM Custom Fields

Automation of opportunities within the CRM can be optimized by allowing leads to choose options directly in a chatbot. This way, it is possible to capture relevant information and automatically create opportunities with the provided data.

In this tutorial, we will teach you how to configure a chatbot to create an opportunity in the CRM with a previously designated custom field. The lead will make a choice within an interactive menu, and that selection will be used to fill the custom field when creating the opportunity in the CRM.

Attention! This configuration only applies if you have not yet created this process in your CRM. If a similar automation is already active, review its structure before implementing this solution.

With this approach, we ensure that leads are categorized correctly from the first contact, making follow-up easier and optimizing the sales process.

Follow the step-by-step guide and implement this functionality in your chatbot!